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Index Wealth

Name: Index Wealth
Address: 333 Collins Street, Melbourne, VIC, 3000, AU
Price range: $$$
Rating: 5

Index Wealth: Clear, tailored financial guidance delivering confidence and peace of mind in Melbourne.

5

Business

$$$

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About Index Wealth

Index Wealth in Melbourne offers personalized financial guidance and planning. Clients praise the team for clear explanations, tailored strategies, and professional service that creates a straightforward roadmap and peace of mind. The Melbourne advisors help with superannuation and everyday questions, delivering patient, genuine support.

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Location

Level-14/333 Collins St, Melbourne VIC 3000, Australia

Business Info

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indexwealth.com.au/

Services Offered

Personalized Financial Planning

Tailored strategies designed to meet your unique financial goals, including retirement, savings, and investment planning.

Superannuation Advice

Expert guidance on superannuation management to optimize your retirement savings and ensure long-term growth.

Wealth Management

Comprehensive services for investment portfolio management, asset allocation, and financial risk assessment.

Retirement Strategy Development

Customized plans to secure your financial future, focusing on income streams and estate planning.

Financial Consultation

One-on-one sessions to discuss your financial needs, answer questions, and provide clear, actionable advice.

5.00 · 25 reviews

Overall rating

5

4

3

2

1

G

Grishma Pillai

via Google

· 17 days ago

The team at Index Wealth have been nothing short of amazing. Incredibly professional and accommodating and they really make sure to meet you at your level for your finance needs. There’s no pressure to commit and there’s always space to think before coming to a decision. Oscar and Daniel, have been very helpful and I’m glad I chose receive guidance from them.

C

Cameron Sinclair

via Google

· 18 days ago

Lachlan made everything so easy!

A

Andrew Brown

via Google

· 20 days ago

Oscar and Adrian were great at giving financial advice and were a pleasure to deal with. Would highly recommend!

U

Upali amarasinghe

via Google

· 22 days ago

Jack was very helpful with financial planning. He explained everything clearly, was easy to talk to, and gave advice that suited my situation. I’d recommend him to anyone looking for straightforward financial guidance.

M

Mauricio Novak

via Google

· 22 days ago

Oscar and Daniel are very professional , helped me and my wife guiding through a lot of in depth knowledge of how to invest and to work around our finances within super.

L

Lucas clough

via Google

· 22 days ago

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5.00 · 25 reviews

Overall rating

5

4

3

2

1

G

Grishma Pillai

via Google

· 17 days ago

The team at Index Wealth have been nothing short of amazing. Incredibly professional and accommodating and they really make sure to meet you at your level for your finance needs. There’s no pressure to commit and there’s always space to think before coming to a decision. Oscar and Daniel, have been very helpful and I’m glad I chose receive guidance from them.

C

Cameron Sinclair

via Google

· 18 days ago

Lachlan made everything so easy!

A

Andrew Brown

via Google

· 20 days ago

Oscar and Adrian were great at giving financial advice and were a pleasure to deal with. Would highly recommend!

U

Upali amarasinghe

via Google

· 22 days ago

Jack was very helpful with financial planning. He explained everything clearly, was easy to talk to, and gave advice that suited my situation. I’d recommend him to anyone looking for straightforward financial guidance.

M

Mauricio Novak

via Google

· 22 days ago

Oscar and Daniel are very professional , helped me and my wife guiding through a lot of in depth knowledge of how to invest and to work around our finances within super.

L

Lucas clough

via Google

· 22 days ago